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Christopher R Drake

Advisor at Edward Jones — Augusta, KS 1239 State Street

Updated today

Credentials

Series 66

Experience

1 year

Location

Augusta, KS 67010

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christopher Drake is a financial advisor at Edward Jones in Augusta, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kendra & Co, Community Choice Financial, CURO Financial Technologies, and Koch Industries, Inc. He also serves as Head of Web Development in a limited advisory role at Kendra & Co, a start-up focused on marketing and CRM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Augusta, KS 1239 State Street

1239 State Street

Augusta KS 67010

Advisors at this office

2

Most active in

Kansas · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Kendra & Co

2025 - 2025 • 1 year

Goddard, KS

Community Choice Financial

2022 - 2025 • 3 years

Dublin, OH

CURO Financial Technlogies

2021 - 2022 • 1 year

Wichita, KS

Koch Industries, Inc

2014 - 2021 • 7 years

Wichita, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.

Options & derivatives strategies Annuities
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James A

Series 63, Series 65

Andover, KS

Tartan Financial Group, LLC

James Allen is a financial advisor with Tartan Financial Group, LLC in Andover, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Morgan Stanley, Pegasus Capital Management, and Mariner. He is also the founder of Tartan Financial Group, where he serves as an insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a multi-method investment approach and offers a distinct pension consulting practice that includes 401(k) plan design and ongoing monitoring.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Alec V

Series 65

Wichita, KS

Pollux Wealth Management

Alec Van Nort is a financial advisor at Pollux Wealth Management in Wichita, KS, holding a Series 65 designation with three years of industry experience. Prior to joining Pollux Wealth Management, he worked at Textron Aviation and Bell Helicopter, and he also spent four years at Manhattan Christian College. Pollux Wealth Management is a small advisory firm serving primarily individual and high-net-worth clients, with approximately $53.5 million in discretionary assets under management. The firm offers investment advisory and portfolio management services, including due diligence and monitoring of private funds and pooled investment vehicles, utilizing a variety of analytical methods supported by AI-enabled tools.

Private / alternative investments Tax-loss harvesting
user avatar

Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Caitlin Sharp is a CFP® at Gentry Private Wealth with one year of industry experience. Prior to joining Gentry Private Wealth, she worked for five years at Intrust Bank and has experience in academic roles at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals, families, family offices, and qualified retirement plans, focusing on customized, long-term portfolios and enhanced client communications, including an internal wrap fee program.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Landon G

Series 65

Wichita, KS

Gentry Private Wealth

Landon Grams is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Commerce Trust Company and Knights of Columbus entities. Outside of finance, he worked for over a decade at Rolling Hills Country Club. Gentry Private Wealth offers personalized financial planning and discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm focuses on building customized, long-term portfolios using fundamental analysis and provides enhanced client communications, including an internal wrap fee program and affiliated tax and valuation services.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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